Alexander Kenner is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and five years of industry experience. He previously worked at First Horizon Advisors, Inc., FHN Financial Securities Corp., and FHN Financial Capital Markets. Outside of finance, he has professional experience with Counterpart Communication Design and Inferno, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services supported by research, model portfolios, and technology-driven strategies.

Cliff Sulcer is a Financial Consultant at Fidelity Investments, a position he has held since 2019. In this role, he helps clients construct, implement, and maintain effective financial plans to work toward their financial goals. His professional experience spans several roles in the financial industry, including Financial Representative at Ashford Advisors & Park Avenue Securities from 2013 to 2019, Senior Associate at SouthernSun Asset Management from 2007 to 2012, Vice President of Private Banking at Regions Bank from 2004 to 2007, and Director of Financial Planning at Sovereign Wealth Management from 2002 to 2004. He holds an insurance license in Arkansas. Outside of his professional work, Cliff enjoys baseball, football, golf, movies, traveling, and participating in family activities.

Thomas Givens is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. His prior work includes positions at Sycamore Bank and F. O. Givens and Company. Outside of his advisory role, he serves on the Planning Commission of Senatobia, Mississippi, and has been involved with OxComm, LLC, a for-profit business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, with access to model portfolios, third-party research, and advanced portfolio management technologies.

Coleman Barron is a financial advisor with Mass Mutual Investors Services in Memphis, TN, holding Series 63 and Series 65 licenses and having 12 years of industry experience. He has worked with Mass Mutual Investors Services since 2017 and previously spent two years at MetLife Securities Inc. Barron also serves as a health and group life insurance agent. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes annual, collaborative financial planning using firm-approved analytical tools and offers event-driven planning services including divorce and estate settlement planning.

Robert Burnett is a financial advisor at Raymond James & Associates with three years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Thornburg Investment Management. Outside of advising, he has also been involved with Memphis University School. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm offers wealth advisory planning and investment consulting to a diverse client base, including individuals, institutions, and government entities, delivering non-discretionary advice supported by an extensive affiliate network and municipal finance capabilities.

Stephen Anderson is a CFP®-certified financial advisor with 19 years of industry experience. He is currently with RBC Capital Markets and has previously worked at Cetera, Shoemaker Financial, Securian Financial Services, Minnesota Life Insurance, and Raymond James & Associates. Anderson serves on the board of Bodine School in Germantown, TN. RBC Wealth Management, a division of RBC Capital Markets, provides a range of advisory and brokerage services to individual and institutional clients, including portfolio management and financial planning. The firm uses tailored investment strategies involving both in-house and third-party managers and offers integrated capital markets and lending capabilities.

Joseph Young is a Senior Financial Advisor with Merrill Lynch Wealth Management. In this role, he works closely with clients to develop personalized financial strategies aimed at pursuing their long-term goals. He leverages investment insights from Merrill along with banking and lending solutions from Bank of America to create flexible strategies that align with clients’ changing market conditions. Joseph holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a High School Diploma from The Baylor School. Committed to community involvement, Joseph volunteers with local organizations in support of the Merrill tradition of community participation.

John Ross is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds the CFP® designation, as well as Series 63 and Series 65 licenses. Ross has been with Morgan Stanley and its related entities since 2009, including Morgan Stanley Private Bank since 2015. Morgan Stanley Wealth Management offers advisory programs and tailored financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques to support its financial planning process.

Alexander Quinn is a financial advisor with Wells Fargo Clearing in Nashville, TN, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has been with Wells Fargo Clearing since 2016, following a year at Wells Fargo Advisors, LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, with a range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Nathan Ollie is a Financial Advisor and Chartered Advisor in Philanthropy® professional at Merrill Lynch Wealth Management. He focuses on working with business owners, executives, philanthropists, and institutions to build lasting legacies and maximize social impact. Nathan's professional mission involves partnering with clients to align their personal and philanthropic ambitions through comprehensive wealth strategies including retirement, trust, estate, philanthropic planning services, and socially responsible investing. His expertise encompasses family wealth management, services for endowments, foundations, and nonprofits, liquidity management, philanthropic planning, portfolio management, individual and corporate investment strategy, and tax minimization. Nathan provides strategic consulting and operational support to help clients effectively steward their resources to create meaningful community and societal impact. Nathan holds a Bachelor's Degree from the University of Memphis and holds professional designations including Chartered Advisor in Philanthropy (CAP) and Personal Investment Advisor (PIA). He is involved with multiple community organizations such as 100 Black Men of Memphis, ARTSmemphis, Agape Child & Family Services, Habitat for Humanity, Kappa Alpha Psi Fraternity, and St. Andrew AME Church. In his personal time, he enjoys basketball, chess, football, golfing, reading, traveling, watching movies, writing, and spending time with his family.

John Prather is a financial advisor with Mass Mutual Investors Services in Memphis, TN, holding Series 63 and Series 65 credentials and 37 years of industry experience. He has been with MML Investors Services, Inc. and Massachusetts Mutual Life Insurance Co. since 1998. Outside his advisory role, he is involved in several business ventures, including insurance sales and partnerships related to real estate and financial services. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring planning as annual, collaborative relationships that focus on goals-based recommendations without discretionary investment authority.

Teri Hirt is a CFP® professional affiliated with Cetera, with 12 years of experience in the financial services industry. She has worked at Cetera since 2023 and has prior experience with Shoemaker Financial and Minnesota Life. Hirt also serves as a volunteer board member for Thrive Memphis, a nonprofit supporting adults with special needs, and the Greater Memphis chapter of the Financial Planning Association, where she contributes to community financial literacy efforts. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services with options including model portfolios, third-party managers, and customized strategies across various program structures.

Stephanie Gear is a financial advisor with Wells Fargo Clearing in Memphis, TN, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap‑fee programs. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute and third-party resources.

Jessica Horst is a financial advisor with Raymond James Financial Services Advisors, Inc. in Memphis, TN, holding Series 63 and Series 66 credentials and 16 years of industry experience. Her prior experience includes roles at Fidelity Investments and Cambridge Investment Research Advisors. Outside of her advisory work, she is employed at Pinnacle Asset Management, where she discusses banking and investment needs with clients and refers them to Raymond James advisors for investment services. Raymond James Financial Services Advisors, Inc. serves a diverse client base ranging from individual investors to institutional clients, providing financial planning and non-discretionary investment consulting. The firm’s advisory approach emphasizes tailored financial plans developed through detailed client interviews and risk profiling, often supporting clients in an advisory capacity rather than as delegated managers.

William Lowery is a financial advisor with Cetera who holds Series 63, Series 65, and Series 66 credentials and has 11 years of industry experience. His prior work includes roles at Regions Bank and Shoemaker Financial. Outside of his advisory work, he is co-owner of Germantown Shoutouts, a yard sign business. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party managers and investment strategies.

Keri Gage is a financial advisor with UBS Financial Services in Memphis, TN, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. She has been with UBS since 2012. Outside of her advisory role, Gage serves on the board of Madonna Circle, a Catholic women’s organization focused on community service and fundraising in Memphis, where she co-chairs the Blessings Fund Committee. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services to tailor investment strategies based on proprietary research and client goals.

William Mayer is a CFP® professional with 37 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2013. He is the founder of the Jane Giannini Mayer Foundation, a nonprofit established in memory of his late wife. Raymond James & Associates provides financial planning and investment consulting to individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations through its Wealth Advisory Services Program and supports institutional consulting and public finance activities.

Kristian Kelly is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. He has worked at Edward Jones since 2024 and is also involved in municipal government as an Alderman for the City of Southaven. Additionally, he participates in online men's coaching through The Family Captain. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a wide range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices.

Lynn Shaw II is a financial advisor with Raymond James & Associates in Memphis, TN, holding a Series 66 designation and 19 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, he is a partner in two business ventures, LTS Ventures LLC and Shaboozy LLC, which include investment activities and real estate holdings. Raymond James & Associates provides financial planning and investment consulting services to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations through its Wealth Advisory Services Program and delivers institutional consulting via its Institutional Fiduciary Solutions division.

Terry Morris is a CFP®-certified financial advisor with 26 years of industry experience, currently affiliated with Raymond James Financial Services Advisors Inc. in Memphis, TN. He has been with Raymond James and its affiliated entities since 2012. Morris also serves as an independent contractor advisor for Avenue Wealth Management Memphis. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm emphasizes non-discretionary financial planning and investment consulting, providing tailored recommendations through detailed client assessments and a broad range of implementation options.